Stephens Consulting’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Stephens Consulting’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.25K	Buy	+11	New	+$1.26K	﹤0.01%	378

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stephens Consulting's EFG Position: Q4 2025 in Review

Stephens Consulting opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q4 2025: 11 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings.

976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Stephens Consulting held 11 shares of iShares MSCI EAFE Growth ETF worth $1.25K as of Q4 2025.
iShares MSCI EAFE Growth ETF was a new Stephens Consulting position in Q4 2025.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #378 holding.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.